MA
SO icon

MKT Advisors’s Southern Company SO Stock Holding History

MKT Advisors’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$360K Sell
3,702
-913
-20% -$86K 0.11% 105
2026
Q1 		$447K Sell
4,615
-37
-0.8% -$3.42K 0.15% 87
2025
Q4 		$404K Sell
4,652
-16
-0.3% -$1.46K 0.14% 102
2025
Q3 		$443K Sell
4,668
-125
-3% -$11.7K 0.16% 86
2025
Q2 		$442K Buy
4,793
+9
+0.2% +$808 0.18% 84
2025
Q1 		$417K Buy
4,784
+8
+0.2% +$693 0.2% 74
2024
Q4 		$401K Buy
4,776
+376
+9% +$33K 0.17% 85
2024
Q3 		$403K Sell
4,400
-300
-6% -$25.6K 0.19% 86
2024
Q2 		$367K Sell
4,700
-375
-7% -$28.4K 0.18% 85
2024
Q1 		$354K Buy
5,075
+264
+5% +$18.2K 0.19% 96
2023
Q4 		$345K Sell
4,811
-1
-0% -$69 0.23% 91
2023
Q3 		$302K Buy
4,812
+20
+0.4% +$1.39K 0.23% 92
2023
Q2 		$347K Sell
4,792
-1,200
-20% -$86.1K 0.24% 77
2023
Q1 		$428K Sell
5,992
-549
-8% -$37K 0.32% 64
2022
Q4 		$468K Sell
6,541
-134
-2% -$8.96K 0.35% 58
2022
Q3 		$454K Buy
6,675
+80
+1% +$6.06K 0.39% 59
2022
Q2 		$473K Sell
6,595
-284
-4% -$20.9K 0.37% 62
2022
Q1 		$511K Buy
6,879
+95
+1% +$6.43K 0.39% 58
2021
Q4 		$455K Buy
+6,784
New +$432K 0.36% 63

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MKT Advisors's SO Position: Q2 2026 in Review

MKT Advisors reduced its Southern Company (SO) stake by 20% in Q2 2026, selling an estimated $86K and leaving 3,702 shares worth $360K. The position accounts for 0.11% of the portfolio, ranked #105.

MKT Advisors first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $511K in Q1 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • MKT Advisors held 3,702 shares of Southern Company worth $360K as of Q2 2026.
  • MKT Advisors sold 913 Southern Company shares in Q2 2026, an estimated $86K.
  • Southern Company made up 0.11% of MKT Advisors's portfolio in Q2 2026, its #105 holding.
  • MKT Advisors first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • MKT Advisors's Southern Company position peaked at $511K in Q1 2022.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.